How to Access the List View:
- For every CRM object, this is the standard view that appears when you access the object via the left sidebar or top navigation menu.
- For Opportunities, navigate to your Opportunities section and switch to the List View from the top right toggle.
Feature List:
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See your records in a Listed View: See all your CRM records organized in a clear, tabular format. This makes it easier to scan through and find the information you need quickly.
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Sorting Across Fields: Easily sort your records by any field, allowing you to prioritize and manage them more effectively.
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Customizable Fields: Choose which fields you want to display in your list view. You can resize and rearrange the fields as well.
Benefits of the List View
The List View offers several key advantages that can enhance your productivity and streamline your workflow:
- Enhanced Visibility: With more data displayed in the same view, you can get a comprehensive look without having to switch between screens.
- Increased Customization: Tailor your columns to display the information that matters most to you. This customization ensures that your view is always aligned with your specific needs and preferences.
- Improved Efficiency: By enabling sorting, filtering, and exporting directly from the list view, you can manage your records more efficiently, saving time and reducing the effort needed to perform routine tasks.